EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management

The Portfolio Construction Podcast

2022 has finally seen a surge in inflation across developed countries and the big question now is whether this is structural or more transitory. In this episode, we chat with Brett Lewthwaite, Senior Managing Director, Chief Investment Officer, and Global Head of Fixed Income at Macquarie Asset Management, to discuss supply shocks, the changing role of central banks and what it all means for bond markets and fixed income portfolio positioning. Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Funds referred to in this podcast. This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in the Funds. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the Fund's product disclosure statement. The product disclosure statements are available on the Macquarie website at macquarieim.com/pds or by contacting Macquarie on 1800 814 523. Please review the Target Market Determination for the Fund available at macquarieim.com/TMD and consider if the Fund may be suitable for you. This information is intended for recipients in Australia only.

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